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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $8,276 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,892 | $70,684-90.3% | $169,397-95.9% | $75,177-90.8% |
| Participation rate | 79.4% | 64.8%+14.6pp | 77.2%+2.2pp | 67.2%+12.2pp |
| Annual return | 27.25% | 36.38%-9.1pp | 406.23%-379.0pp | 160.75%-133.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,075 | $4,310+41.0% | $6,223-2.4% | $4,126+47.2% |
| Admin fee / account holder | $30 | $5,404-99.4% | $9,017-99.7% | $5,651-99.5% |